How to use payment plansBills every x weekCommitment Length (if applicable)Cancellation PolicyBills Monthly

A membership can have one, or multiple payment plans (there is no limit to how many that can be added).
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You can also add a new plan to an existing membership from Memberships >> Click the desired membership >> Add Payment Plan
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How to use payment plans

Payment plans can be used in a variety of ways.

You can use payment plans to create a membership that bills customers every month or every 2 weeks.

Or, you might want to offer different monthly prices within the same membership, depending on the commitment length - this can be achieved by creating multiple payment plans for the membership.

For example, you have a Monthly 3 sessions per week membership that offers two payment plans: 1) £45 per month with no commitment and 2) £30 per month with a 12-month commitment.

They also allow you to create split payment plans. In some cases, you might want to give your customers the choice between a one-off payment or a split payment plan.

Let's say you're running a 6-week challenge and that customers can pay £225 upfront, or 3 payments of £75. The one-off payment of £150 can be set up as a prepaid plan membership, and the split payment will need to be created as a recurring membership with a payment plan that bills £75 every 2 weeks and expires after the 6 weeks are up.

Examples

We'll look at 2 billing frequency scenarios here:

💡 You are not restricted to the above billing frequencies. You can bill on any other weekly and monthly scenario i.e. bills every 4 weeks, every 8 weeks OR bills every 6 months, bills every 12 months, and so on.

The payment plan setup is similar for both, and any differences are outlined below.

Bills every X weeks
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You'll first need to Set the price of your membership. This will be the price the customer pays every billing cycle.

💡 If you're using Taxes/Fees you can use the adjust fees calculator, which will auto-calculate the pre/post tax fees for you as required.
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For example, you may know the total price you want to charge the customer inclusive of VAT.
Simply enter the total as desired and we'll automatically calculate the pre-tax value for you.

Now set how often Billing Periods occur. This example will bill every 2 weeks.

​Adding a Commitment Length (if applicable)
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​If you'd like to add a commitment length, decide what happens once it's over.

In this example, the plan requires 3 billing cycle payments (i.e., 6 weeks) and then continues every two weeks until canceled.

💡 This is the exact setup you would use to create the split payment plan we described earlier on in this guide.

The Cancellation Policy is next.
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Choose one of the below options

The customer would have to serve a minimum notice term. In this example, it is 30 days. If there is a bill required during the cancellation notice, the cancellation date will be extended to the end of the next billing cycle.
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For example:

The customer bills on the 1st of each month, and cancels on the 15th. A minimum notice term of 30 days means the customer will make another fill payment on 1st, and as they've paid for a full month the membership validity is extended to the end of the billing cycle.

💡 A customer will not be able to cancel before a commitment is complete.

You can now decide when the Billing Day should be.

If you select 'same as when the plan was purchased - full payment will be collected when purchasing' - the customer will make a full payment on the date they purchase the membership. The customers' billing periods will then align to this day.

If you choose 'on a set day of the month/week - prorate the first payment as needed' you can decide on the day of the week the billing cycles will align with.

💡 With this option, any partial first periods will be prorated automatically i.e. if the set day is Monday and the customer purchases on a Thursday, they will pay a prorated payment Thurs-Sunday and then a full payment the following Monday and every applicable Monday after that.

Bills Monthly
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There are 2 main differences between a 'bills weekly' plan and a bills X monthly is the Billing Period alignment.
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1. The billing period should be X number of months. For this example, the membership will bill once a month.

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2. The Billing Day also looks slightly different, as you'll be now set a day of the month.

Partial periods will still prorate automatically if you select 'on a set day of the month/week - prorate the first payment as needed'
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​Jump to
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🎥 Add a Recurring Membership (w/ VIDEO)
​🎥 How to remove a membership payment plan and add a new one (VIDEO)